Life Planning

Learn whether it is practical to pay off debt before creating a will or trust. Understand how debt affects inheritance, probate, and your family’s financial security.

Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.

Many people assume that when they establish a revocable living trust, property held in the trust will completely avoid federal estate taxes after their death, when in fact living trusts do not provide any unique estate tax avoidance strategies.

Estate planning gives you control over what happens to your assets, your health care, and your loved ones. The myths that prevent people from planning often lead to unnecessary hardship for families.

No matter how well couples plan their estates, no one plans for divorce. Here are some strategies to make sure your wishes are protected during and after the process of divorce.